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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
CS
Comerica Securities
Michigan
$327K +$10.5K 1 0.3% Increased
2002
ST
Sabal Trust
Florida
$326K $0 1 0.05% Maintained
2003
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$325K -$1.31M 1 0.2% Reduced
2004
PPSG
Princeton Portfolio Strategies Group
New Jersey
$324K -$403K 1 0.14% Reduced
2005
KL
Kinsight LLC
Alabama
$321K $0 1 0.19% Maintained
2006
AWA
Arete Wealth Advisors
Illinois
$320K -$39.7K 1 0.25% Reduced
2007
HT
HighTower Trust
Texas
$319K -$527K 1 0.04% Reduced
2008
BT
Brandywine Trust
Delaware
$317K $0 1 0.39% Maintained
2009
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$317K -$31.3K 1 0.03% Reduced
2010
NYLT
New York Life Trust
New York
$316K -$65.5K 3 1.33% Reduced
2011
FAM
Fiduciary Asset Management
Missouri
$315K -$2.09M 1 0.06% Reduced
2012
HR
Howe & Rusling
New York
$315K -$2.49K 8 0.07% Reduced
2013
Homrich & Berg
Homrich & Berg
Georgia
$314K +$12K 1 0.04% Increased
2014
KWMG
King Wealth Management Group
Florida
$314K -$4.09K 1 0.19% Reduced
2015
RT
Reliance Trust
Georgia
$313K -$187K 1 0.35% Reduced
2016
NEAM
New England Asset Management
Connecticut
$309K +$298K 1 0.01% New
2017
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$309K +$15.5K 1 0.18% Increased
2018
HM
Harvest Management
New York
$308K +$309K 1 0.31% New
2019
HCP
Holt Capital Partners
Texas
$303K $0 4 0.16% Maintained
2020
TIM
Thompson Investment Management
Wisconsin
$303K -$4.41K 1 0.06% Reduced
2021
RFA
Reilly Financial Advisors
California
$302K -$44K 7 0.07% Reduced
2022
SCP
Syntal Capital Partners
Texas
$302K +$291K 3 0.15% New
2023
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$300K $0 1 0.06% Maintained
2024
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$296K +$286K 1 0.15% New
2025
SAM
Sequent Asset Management
Texas
$295K -$105 1 0.21% Reduced